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iShares S&P 500 Value Index shares owned by Genesee Capital Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Genesee Capital Advisors from 13F filings

Historical chart of Genesee Capital Advisors investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Genesee Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Genesee Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $232k 1.2k 186.81
2023-12-31 $216k 1.2k 173.89

More positions owned by Genesee Capital Advisors

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
First Tr Exchange Traded Tech Alphadex (FXL)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Us Oil Eq&sv Etf (IEZ)
Ishares Tr Us Home Cons Etf (ITB)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
First Tr Exchange-traded Dorsey Wright (IFV)
Ishares Tr Rus 1000 Etf (IWB)
Alps Etf Tr Intl Sec Dv Dog (IDOG)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Genesee Capital Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
Us Bancorp
CWM
Cetera Investment Advisers
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index